Komal Sri-Kumar, President of Sri-Kumar Global Strategies, discusses the shifting dynamics of global markets under an investment regime of uncertainty.
*This video was recorded on April 23, 2025
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0:00 - Intro
1:30 - Trump and the Fed
6:00 - De-escalation of trade war?
9:46 - U.S. debt risk-free?
16:10 - Fed monetary policy
20:00 - Inflation during trade war
24:00 - Safe haven assets
32:30 - U.S. dollar
35:00 - Asset allocation
#economy #tradewar #stocks